Rat u Ukrajini (14)

Koji od tri ishoda vam je najverovatniji?

  • Ukupno glasova
    122
stanje
Zatvorena za pisanje odgovora.
OPEC+ agrees major cut of 2 million barrels a day.
1664984224661.png
 
i americko objasnjenje u vezi Nafte...
Financial Post
Financial Post
FollowView Profile

Eric Nuttall: The bullish supply-demand case for oil — looming recession aside​

Eric Nuttall - Yesterday 10:46 a.m.
React3 Comments|
1664984272576.png

MARKETS TODAY

TSX▼ ‎-0.97%‎

DJI Dropping fast

INX Dropping fast
OPEC+ will gather in Vienna on Wednesday for a meeting to address falling oil prices.
OPEC+ will gather in Vienna on Wednesday for a meeting to address falling oil prices.© Provided by Financial Post

Bruised by a 33-per-cent selloff in the oil price since summer and still suffering from recency bias inflicted by the COVID-19 pandemic, oil traders and energy investors alike are now gripped with a new fear: meaningful demand destruction resulting from a recession caused by rising interest rates around the globe.
What would a recession mean for the oil price, and can investors simultaneously believe in the likelihood of one yet still be wildly bullish on energy stocks?
Recessions do not always result in negative oil demand, and can equally lead to only a moderation in the rate of demand growth. Think back to the global COVID-19 recession of 2020, when we were locked in our homes, not driving for weeks at a time, and only military and cargo planes were flying, yet oil demand only fell by about eight per cent, demonstrating just how difficult it is to lower oil demand despite the most challenging economic environment in modern history.
Prior to this, the recession of 2009 induced by the great financial crisis, when the world’s entire financial system was hours away from ending, only led to a moderate two per cent decline in oil demand. And other recessions, such as in 2001 and 1991, had positive oil demand growth. What makes today’s setup so different to 2020 and 2009?
The market is myopically ignoring several factors that could in aggregate fully offset a severe recession’s impact on demand and lead to an even tighter oil market in 2023: China is beginning to ease its COVID-19-zero policies that led to a drop in demand of approximately 0.5 million barrel per day; Europe is switching to oil from natural gas, which could boost demand by 0.7 million barrels per day; the Organization of the Petroleum Exporting Countries Plus (OPEC+) has a proven playbook to remove barrels from the market when there is a break between the physical demand for oil and the financial; there is an impending European Union ban on Russian crude oil imports on Dec. 5 that could finally result in a material hit to Russian oil production; and United States shale producers, the only source of short-cycle supply, are now beginning to set their drilling plans for the year ahead in the face of an oil price collapse.
 
 
Russia is ready to supply gas via the intact Nord Stream 2 pipeline — Russian energy minister Alexander Novak
Well ... this throws a new wrinkle into the mix: Apparently Gazprom has confirmed that Line B of Nord Stream 2 was NOT damaged by the sabotage operation last week. Also that the damage to the other lines is reparable. So ... what will Germany do NOW?:per:
 
iig:
Russia is ready to supply gas via the intact Nord Stream 2 pipeline — Russian energy minister Alexander Novak
Well ... this throws a new wrinkle into the mix: Apparently Gazprom has confirmed that Line B of Nord Stream 2 was NOT damaged by the sabotage operation last week. Also that the damage to the other lines is reparable. So ... what will Germany do NOW?:per:
Kliknite za proširenje...
pa teba da sedne sa jamerikancima i da popusi
ili da lize sladoled sa krezi man.
 
Руски „искандери“ уништили хангар с „бајрактарима“, ликвидиране јединице страних плаћеника

У правцу Николајев-Криви Рог губици украјинске војске у току протеклог дана премашили су 230 људи, саопштило је Министарство одбране Русије.

Нападом Оружаних снага Русије ликвидиране су јединице страних плаћеника и неонацистичких формација у ДНР и Харкову.

Руска војска је ракетним нападима у правцу Купјанска у Харковској области ликвидирале до 100 украјинских војника 92. бригаде.

Током борбених дејстава у Харковској области губици украјинске војске су 15 мртвих и до 40 рањених војника.

У правцу Красног Лимана руска војска је ликвидирала преко 90 украјинских војника, а у ДНР је ликвидиран 21 диверзант. Јединице руске војске држе своје положаје у правцу Андрејевке и Кривог Рога и одбијају нападе надмоћних противничких снага.


Jos 1000+ sto mrtvih sto sakatih NATO ustasa - samo danas:maramica:

 
stanje
Zatvorena za pisanje odgovora.

Slične teme

Straks92
  • Anketa Anketa
Rat u Ukrajini (39)
605 606 607
Odgovora
15.155
Pregleda
265.583
Mladja soma evra
Mladja soma evra
P
Da li vas rat u Ukrajini podseća na iransko-irački rat?
Odgovora
8
Pregleda
637
Lovac Luka ulovio vuka
Lovac Luka ulovio vuka
P
Rusi u Ukrajini
Odgovora
13
Pregleda
494
MJK
MJK

Back
Top